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Invesco Aerospace & Defense ETF
PPA

Overview Fund Activity

284 hedge funds and large institutions have $1.52B invested in Invesco Aerospace & Defense ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 122 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
+45
Holders Change %
+18.83%
% of All Funds
4.16%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
62
Increased
122
Reduced
59
Closed
15
Calls
$286M
Puts
$280M
Net Calls
+$5.43M
Net Calls Change
+$32.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$275M
2
Bank of America
Bank of America
North Carolina
$232M
3
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$34.3M
4
PS
Portfolio Strategies
New York
$30.3M
5
GC
Greenlight Capital
New York
$17.1M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$16M
2
TRCT
Tower Research Capital (TRC)
New York
$35.5K
3
Two Sigma Investments
Two Sigma Investments
New York
$267K
4
SWP
Stratos Wealth Partners
Ohio
$826K
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HIA
201
Harbor Investment Advisory
Maryland
$182K – – –
PA
202
Parallel Advisors
California
$181K +$63.2K +686 +54%
SFC
203
SYM Financial Corp
Indiana
$180K +$20.7K +225 +13%
VAG
204
VisionPoint Advisory Group
Texas
$176K -$64.8K -703 -27%
HBW
205
Hazlett, Burt & Watson
West Virginia
$176K +$60.2K +655 +52%
CAS
206
Coppell Advisory Solutions
Texas
$169K +$20.4K +221 +14%
ODG
207
O'Dell Group
Ohio
$160K +$160K +1,734 New
AF
208
Allworth Financial
California
$156K +$18.4K +200 +13%
BAM
209
Bellevue Asset Management
Washington
$150K – – –
PMAM
210
Picton Mahoney Asset Management
Ontario, Canada
$147K -$45.9K -500 -24%
GT
211
Glenmede Trust
Pennsylvania
$140K +$110K +1,198 +369%
BCV
212
Banque Cantonale Vaudoise
Switzerland
$120K – – –
SWM
213
Spire Wealth Management
Virginia
$110K +$32.1K +354 +41%
ACA
214
Aptus Capital Advisors
Alabama
$110K +$27.7K +301 +34%
RIL
215
Rothschild Investment LLC
Illinois
$99.1K +$99.1K +1,075 New
TWM
216
Tradition Wealth Management
Minnesota
$96K +$66.5K +722 +226%
OA
217
Operose Advisors
Wisconsin
$92.2K – – –
PTC
218
Private Trust Company
Ohio
$91.2K -$27.8K -302 -23%
T
219
Tidemark
California
$88.1K +$88.1K +956 New
SS
220
Sunbelt Securities
Texas
$86.7K -$18.3K -198 -17%
SIS
221
Strategic Investment Solutions
Illinois
$85.2K -$699K -7,580 -89%
WP
222
WealthShield Partners
North Carolina
$79.3K +$79.3K +860 New
PMFA
223
Plante Moran Financial Advisors
Michigan
$77.9K +$19.4K +210 +33%
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
$73.7K – – –
TSWM
225
Tyler-Stone Wealth Management
Ohio
$73.2K +$1.38K +15 +2%
7 8
9
10 11